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Global Retirement Partners’s WisdomTree WT Stock Holding History

Global Retirement Partners’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.13K Buy
+244
New +$4.32K ﹤0.01% 3753
2025
Q4 		$2.97K Buy
+244
New +$2.95K ﹤0.01% 3598
2023
Q1 		– Sell
-53
Closed -$289 – 3355
2022
Q4 		$289 Hold
53
– – ﹤0.01% 2882
2022
Q3 		$0 Buy
+53
New +$271 ﹤0.01% 3017

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Vanguard Portfolio Management
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Capital World Investors
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ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Global Retirement Partners's WT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree (WT) in Q2 2026: 244 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #3753 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WT as recently as Q4 2025.

Global Retirement Partners first reported a position in WT in Q3 2022 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • Global Retirement Partners held 244 shares of WisdomTree worth $4.13K as of Q2 2026.
  • WisdomTree was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3753 holding.
  • Global Retirement Partners first reported a position in WisdomTree in Q3 2022 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.